Academic Medical Group, Inc. 403(B) Plan — Form 5500 plan (Academic Medical Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Academic Medical Group, Inc. 403(B) Plan is a benefit plan reported by Academic Medical Group, Inc. under EIN 86-3038188 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,848 participants and $13,095,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Academic Medical Group, Inc.
EIN
86-3038188
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
1,848
End-of-year plan assets
$13,095,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,848H, C20250205080643NAL0018412290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,095,465
Net assets (EOY)
$13,095,465
Net assets (BOY)
$5,807,623

Income & contributions

Employer contributions
$2,457,129
Participant contributions
$3,677,517
Total contributions
$6,348,832
Total income / additions
$7,790,879

Expenses & distributions

Benefits paid
$482,686
Administrative expenses
$11,435
Total expenses
$503,037
Net increase / (decrease)
$7,287,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$11,435$02023

Related Form 5500 pages